In a Meeting


A few reminders before our call... Check each step

Step 1: Reminders About The Mastermind:

1) As a reminder, The WHOLE CEO Mastermind officially starts 01/10/20222. 


  • Group Productivity Sessions 1st Wednesday of February, May, June, August, October,

    • 10 a.m. CST (11 a.m. EST/8 a.m. PST) These sessions will NOT be recorded and will be a standard 90 minutes.


  • Group Business Expert Session 2nd Monday of each month

    • All calls are 10 a.m. CST (11 a.m. EST/8 a.m. PST) and will be recorded.  Please allow up to 90 minutes for each call.


  • Group Hotseat 4th Friday of Each month 10 a.m. CST (11 a.m. EST/8 a.m. PST) and will be recorded. These sessions can be upward of 1 hour and will also be recorded.


  • Quarterly Mindset Sessions are the 3rd Wednesday of January, April, July & October 2022


  • WHOLE CEO Retreat Q4 2022

2) The Mastermind includes an ALL-Inclusive CEO Retreat that will be held in Q4 of 2022

  • If enrolled in The Mastermind, please note that the ALL-inclusive retreat is non-refundable and does not transfer, mark your calendars early.

3) If accepted, the investment in the WHOLE CEO Mastermind is $20,000 - $25,000.

  • Third-party financing is available upon request

Step 2: About Our Call:

As a CEO, Wife, Mother, Student, and the list goes on, I understand the importance of working to reach business IMPACT & INCOME goals AND balance in your personal life.  Having over 10 years as an entrepreneur and business mentor, plus formal education on building successful organizations allows me to offer my clients processes, tools, and resources that other coaches cannot offer. 

To ensure we are on the same page, the purpose of this call is for me to:

  • Ask a series of questions to see where you currently are in your business

  • Based on your responses, if I feel you are a good fit for The WHOLE CEO Mastermind, I will offer you an invitation to join

This means the following:

📌 The timing is right for you to create more PRODUCTIVITY, PROFITS & PRESENCE IN YOUR LIFE while scaling your business NOW and you are looking to get started ASAP.  

📌 You are not shopping around for courses and band-aides to help you achieve the vision you have for your business and personal life.   (If you are, go do that first and come back to us when you are ready).  

📌 You understand this is not a coaching or consulting call, this is a call to make sure we connect and have the synergy needed to work together.

 📌 You are the sole financial decision-maker. If not, you will have your partner/partners on the call with you so a decision can be made during the call.  

  📌 The WHOLE CEO Mastermind is a paid program that ranges from $20,000 to $25,000. You are financially able to commit at least $5000 ON THE CALL if extended an invitation to join. 

📌 You understand that moving funds, increasing purchase/ credit limits, applying for financing, conferring with a spouse/partner/business partner, or whatever steps necessary to ensure that you can move forward during our call should happen PRIOR to the call. See Step 4 if you need more information on financing options. 


As you can tell, I am only looking to get on the phone with people who are ready to move forward NOW (not 1, 2, or 3 months from now). As a CEO Strategist, I understand the value of my time AND yours.  So, I am very intentional about my calendar and these calls.  I am sure you understand this.  


If you do not agree with any of the statements above, please cancel your appointment IMMEDIATELY when you get the email confirmation or reminders. You are free to re-apply when you are ready to move forward. 

If you feel good with ALL of the statements above, then I look forward to speaking with you at our scheduled time. 

Step 3: Assignment: Let's dig into WHAT'S POSSIBLE! 

One of the biggest obstacles to creating consistent balance in your life and business is believing WHAT'S POSSIBLE.

So many of usbuy into the myth that "there is no such thing as balance" or "You can't have it all" so we stop trying to create it. Can you relate?

Let me ask you a few question about your vision for your life and business.
Let me ask you 

📌What would a full day of balance look for you?

📌 What are some business goals you have for the next year?

📌 What are some personal goals you have for the next year?

📌 Why is NOW the time for your to work on balancing your business and personal life and goals?

 ** Be prepared to discuss these details during our call**


As I work with my clients, I am quickly able to show them processes, business models, and simple systems that will make their businesses run more effectively.  AND I've compiled a coaching team that is dedicated to your personal growth.  We approach both of these angles because we want you to identify WHAT'S POSSIBLE and what's important to you. 

Step 4: Financing Options 

As an entrepreneur, having the finances needed to fund your business is key to maintaining it. Below are a few options to consider if you do not have access to traditional ways to finance your business (i.e. savings, family/friends, credit cards, 401(k), personal loans, etc. ). 

Click here for information on Coach Financing lending options.  This resources was esigned just for the online coaching space. **While Coach Financing is a collaboration partner, you re not required to use this financing solution to received an invitation to The Mastermind.  Do your research and make the best decision for you and your business and personal goals.

*PLEASE NOTE: I am NOT affiliated or associated with any of the services below. If you decide to use any of them, please ensure you have done your own research so that you make an informed decision based on your situation. 

Remember, if you will not have access to the funds the day of our call, cancel the call, secure the funds, and then reschedule the call. 

1) Click here for information about PayPal Credit Card.

2) Click here for information about PayPal Working Capital.

3) Click here for information about PayProGrow. 

4) Click here for information about Discover Loan.

5) Click here for information about Upstart.

6) Click here for information about Kiva Business Loans for Women.

7) Click here for information about Rapid Finance.

8) Click here for information about LoanMe Personal & Business Loans. 


I look forward to speaking with you!